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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,275 | $110,410+517.0% | $102,437+565.1% | $145,897+367.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.09% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.2pp |
| Employer contribution / active EE | $45,053 | $4,217+968.3% | $3,871+1064.0% | $4,663+866.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $416 | $9,745-95.7% | $8,388-95.0% | $13,390-96.9% |